Investment Commentary

Biweekly Investment Bulletins

  • Confused about market timing? These 8 tips may just help…

    I have recently encountered a number of instances of clients who are concerned about the timing of new investments.  “Are markets at the top right now and will they soon fall?  What if I lose money right at the beginning? – I would hate that to happen.”.  These are sensible and logical concerns. ...

    Read More
  • Get the Whole Story

    I recently watched a film on TV, one with a clever twist at the end.  I have seen it before, a few years ago, the only problem was I could not quite remember the ending – I expect I just nodded off towards the end!  But now the ending bugged me, and whilst the wonders of modern media meant I could h...

    Read More
  • Inflation, Interest rates and a good war……..

    James Maddison wrote in 1792 that:  “…each generation should be made to bear the burden of its own wars, instead of carrying them on, at the expense of other generations.” His comment could be aimed at any form of cross-generation debt.  The most common example of this is where governments borrow...

    Read More

Monthly Market Commentary

  • JULY: Where next for monetary policy?

    Investors were unsettled by speculation that leading central banks might be considering an end to their ultra-loose monetary policy. Following the US Federal Reserve’s third interest rate increase in six months and signs of a more hawkish tone from Bank of England policymakers, investors reacted str...

    Read More
  • JUNE: General Election uncertainties

    The FTSE 100 Index hit new highs during May and breached 7,500 points US economic growth was stronger than originally calculated during Q1 Pro-EU centrist candidate Emmanuel Macron emerged victorious from the French Presidential election The FTSE 100 Index hit new highs...

    Read More
  • MAY: Political developments dominate in April

    Politics took centre stage once again in April as investors took stock of President Trump’s first 100 days in office and the French Presidential elections moved towards their climax. In the UK, investors were startled by Prime Minister Theresa May’s decision to call a snap General Election in a move...

    Read More

Market Updates

Market Map